Pines Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Pines Wealth Management’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.09M	Sell	43,513 -2,167	-5%	-$55.9K	0.31%	82
2026 Q2	$1.2M	Buy	45,680 +98	+0.2%	+$2.57K	0.34%	79
2026 Q1	$1.2M	Buy	45,582 +6,497	+17%	+$173K	0.39%	71
2025 Q4	$1.04M	Buy	39,085 +888	+2%	+$23.7K	0.33%	79
2025 Q3	$1.02M	Buy	38,197 +1,165	+3%	+$30.7K	0.34%	75
2025 Q2	$969K	Buy	37,032 +5,866	+19%	+$153K	0.34%	73
2025 Q1	$812K	Sell	31,166 -488	-2%	-$12.7K	0.38%	66
2024 Q4	$808K	Buy	+31,654	New	+$831K	0.35%	70

Other funds holding CGCB

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Pines Wealth Management's CGCB Position: Q3 2026 in Review

Pines Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 4.7% in Q3 2026, selling an estimated $55.9K and leaving 43,513 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #82.

Pines Wealth Management first reported a position in CGCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2026. 74 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Pines Wealth Management held 43,513 shares of Capital Group Core Bond ETF worth $1.09M as of Q3 2026.
Pines Wealth Management sold 2,167 Capital Group Core Bond ETF shares in Q3 2026, an estimated $55.9K.
Capital Group Core Bond ETF made up 0.31% of Pines Wealth Management's portfolio in Q3 2026, its #82 holding.
Pines Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Capital Group Core Bond ETF position peaked at $1.2M in Q1 2026.
74 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.